RGF
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Retirement Guys Formula’s Meta Platforms (Facebook) META Stock Holding History

Retirement Guys Formula’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04M Buy
3,574
+276
+8% +$177K 0.94% 33
2025
Q4 		$2.18M Buy
3,298
+95
+3% +$63.4K 0.99% 27
2025
Q3 		$2.35M Sell
3,203
-60
-2% -$44.7K 0.83% 35
2025
Q2 		$2.41M Buy
3,263
+173
+6% +$107K 0.91% 30
2025
Q1 		$1.78M Sell
3,090
-90
-3% -$58.1K 0.88% 30
2024
Q4 		$1.86M Buy
3,180
+14
+0.4% +$8.22K 0.94% 28
2024
Q3 		$1.81M Buy
3,166
+133
+4% +$68.4K 0.84% 33
2024
Q2 		$1.53M Sell
3,033
-516
-15% -$251K 0.73% 39
2024
Q1 		$1.72M Sell
3,549
-101
-3% -$45.1K 0.84% 35
2023
Q4 		$1.29M Buy
3,650
+352
+11% +$115K 0.69% 35
2023
Q3 		$990K Buy
3,298
+505
+18% +$152K 0.69% 34
2023
Q2 		$802K Sell
2,793
-1,468
-34% -$362K 0.46% 45
2023
Q1 		$903K Sell
4,261
-1,037
-20% -$177K 0.65% 38
2022
Q4 		$638K Buy
5,298
+1,494
+39% +$175K 0.52% 41
2022
Q3 		$516K Buy
3,804
+463
+14% +$75K 0.54% 33
2022
Q2 		$539K Buy
3,341
+519
+18% +$100K 0.55% 36
2022
Q1 		$628K Buy
2,822
+1,035
+58% +$259K 0.42% 35
2021
Q4 		$601K Buy
+1,787
New +$593K 0.48% 42

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Retirement Guys Formula's META Position: Q1 2026 in Review

Retirement Guys Formula increased its Meta Platforms (Facebook) (META) stake by 8.4% in Q1 2026, buying an estimated $177K and bringing the position to 3,574 shares worth $2.04M. The position accounts for 0.94% of the portfolio, ranked #33.

Retirement Guys Formula first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.41M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Retirement Guys Formula held 3,574 shares of Meta Platforms (Facebook) worth $2.04M as of Q1 2026.
  • Retirement Guys Formula bought 276 Meta Platforms (Facebook) shares in Q1 2026, an estimated $177K.
  • Meta Platforms (Facebook) made up 0.94% of Retirement Guys Formula's portfolio in Q1 2026, its #33 holding.
  • Retirement Guys Formula first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's Meta Platforms (Facebook) position peaked at $2.41M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.